Fernando Pertini @DecodeMarkets

Come on, Bibi… the market, Washington and half the world are telling you the same thing

Sam Altman started World years before ChatGPT changed the world. Today OpenAI is moving toward a super app. Meanwhile, a16z and Bain just bought $135M of $WLD at market prices. No discount or special terms. Market $ORBS happens to own roughly 9% of the circulating supply of $WLD Sometimes capital tells you what headlines won’t Do your DD

SamAlτcoin.eth ☀️ @SAMALTCOIN_ETH

16 hours ago

Friendly reminder: a16z and Bain dropped $135 million on $WLD at $1.25+. No discount, or seed rounds. Just spot price like the rest of us plebs. Sam Altman, who co-built $WLD, is now turning ChatGPT into a superapp for 900M users. Current price: $0.44 You can literally buy

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What if he still thinks this about $ETH?

Elon Musk @elonmusk

8 years ago

@McMurchie @alexmd2 @Techmeme @CatherineShu At this point, I want ETH even if it is a scam

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Markets are forward-looking Debt restructuring. IMF engagement. World Bank dialogue. The story is no longer about what Venezuela was. It’s starting to become about what Venezuela 🇻🇪 could be

The more I learn about Ethereum, the less Ethereum I feel I own

The genius of this structure is simple: $MSTR uses debt to buy $BTC $BMNR is attempting to use Ethereum own staking yield to help finance the purchase of more Ethereum Raise capital. Buy $ETH. Use staking rewards to support the dividend. More $ETH per share No debt maturities Less pressure to sell The $300M raise is interesting. The precedent is the real story. $ETH may be becoming the first digital asset capable of helping finance its own accumulation Do your DD

BMNR Bullz @BMNRBullz

4 days ago

🔥TOM LEE & BITMINE JUST FILED FOR A STRC STYLE PREFERRED STOCK Bitmine is offering 3,000,000 shares of 9.50% Series A Perpetual Preferred Stock. That is a potential $300M preferred stock raise with weekly cash dividends. Strategy did this with Bitcoin. Bitmine may now be

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Cloudflare CEO says bot traffic has now surpassed human traffic on the Internet for the first time in history. Elon response with a “Wow” What’s fascinating is that Sam Altman started World in 2019, years before ChatGPT changed the world, around a simple question: How do humans prove they are human once AI agents dominate the Internet? Today, that question is no longer theoretical. And $ORBS happens to own roughly 9% of the circulating supply of $WLD, making it the largest publicly disclosed institutional participant in the Proof-of-Human ecosystem. The market is obsessed with AI. It may soon become equally OBSESSED with proving who is human. Do your DD

Matthew Prince 🌥 @eastdakota

5 days ago

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic#bot-vs…

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May 2026 $ETH metrics are out Ethereum secures over 50% of stablecoins, DeFi, tokenized assets, and on-chain economic activity… yet captures less than 10% of the value. $3T in monthly stablecoin transfers. $16.8B in tokenized assets. $42B in DeFi TVL. 413M unique addresses. 896,000 validators. And still only 9.8% of the combined market value of the assets built on top of it. At some point, the market will stop valuing ETH as a “coin” and will start valuing it as the infrastructure securing a digital financial system.

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BlackFriday for $ETH in May

【政府が公表、AIに人間による判断の仕組みを】 日本政府は今年3月、フィジカルAIとAIエージェントに「ヒューマン・イン・ザ・ループ（人間の判断を経る構造）」を義務づけるAIガイドラインを改定しました。 ロボットの誤作動は安全事故に直結し、AIエージェントによる自律判断もリスクをはらみます。 いずれの領域においても、AIが単独で判断するのではなく、背後に人間を配置する設計が求められています。 オンライン・現実世界の双方で、AIの裏側に「人間がいること」の証明の重要性が、ますます高まっています。 Worldは、AgentKit（エージェントキット）を通じて、エージェントの背後に認証済みの人間がいることを確認できる仕組みを提供しています。 詳細は以下より↓

We are potentially weeks away from the first truly bipartisan U.S. crypto market structure framework… and digital assets are still trading under EXTREME selling pressure. That disconnect matters. On May 14 the Senate Banking Committee advanced the CLARITY Act in a bipartisan 15–9 vote. That is not a minor headline. Today, roughly 1 in 5 Americans own some form of digital asset. More than 12 million Americans entered crypto in the last year alone. Markets rarely price transformational regulatory shifts efficiently in real time, especially when positioning, leverage, liquidity stress and macro fears dominate flows. The CLARITY Act is not about meme speculation. It is about formally recognizing digital assets as a new layer of financial infrastructure. And despite years of progress in stablecoins, tokenization, institutional adoption and blockchain scalability… ETH is trading around levels first seen nearly 5 years ago. A lot has been built. A lot still is not priced. If bipartisan market structure legislation ultimately becomes reality, the conversation changes from: “Will crypto survive?” to: “How large does this asset class become once regulatory uncertainty stops blocking institutional capital?” That is a very different discussion. The biggest opportunities often emerge when fundamentals improve while sentiment remains exhausted. People like Tom Lee @fundstrat do not focus on weekly price action. They focus on multi-year infrastructure shifts. $ETH may ultimately be understood less as a “coin” and more as the financial engine quietly powering payments, tokenization, stablecoins and digital transactions behind the scenes. Do your DD

“I think contrarianism is overrated. But I love when I have extreme conviction and nobody else believes it. It gives me even more conviction” —Druckenmiller That’s exactly how $ETH feels right now. At least to me. We are going much higher

David Hoffman @TrustlessState

2 weeks ago

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⚛️🇸🇪 Studsvik wants to build up to 1,400 MW of new nuclear power in Nyköping – “I have never seen Sweden in such a situation” Nuclear power applications continue to come in at a record pace. Now it is Studsvik that wants to build 2–4 small modular reactors (SMR) outside Nyköping — equivalent to up to 1,400 MW. This is the company's second application in a short time. The first was for 4–6 reactors at Valdemarsvik. Climate and Environment Minister Johan Britz (L) notes that Sweden now has four parallel processes for new nuclear power: “That says a lot about where Sweden is.” 🔧 Why Studsvik? CEO Karl Thedéen says that Studsvik has three major advantages: Existing nuclear expertise Complete infrastructure A power grid that can handle the load Studsvik has handled nuclear technology for over 80 years, making the area one of Sweden's most experienced nuclear power environments. ⚡ How large are the reactors involved? The application applies to: 2–4 reactors 300 MW per reactor Total 600–1,400 MW That is on par with a modern Swedish nuclear power plant if the maximum number is built. 🏗️ The schedule Studsvik hopes for: government support → 2027 construction start → 2029–2030 first SMR in operation → 2035–2036 It is therefore a long-term investment — but completely in line with Sweden's new energy policy. 🧑‍🤝‍🧑 What do the residents think? Thedéen says it is a democratic process, but that Studsvik has a unique position: "Nyköping is in practice a nuclear power municipality. We believe there is acceptance." He points out that the area already handles a lot of hazardous material under the Swedish Radiation Safety Authority's strict requirements. 🔋 And what about the batteries? Studsvik is positive — but admits that battery storage is a challenge. Order intake is "virtually zero", due to, among other things: US tariffs weak electric car sales battery factories that now compete directly with the energy sector But that is a small part of the business. 😅 Ironic finale Sweden went from "nuclear power should be phased out" to "we have four parallel applications" faster than anyone could say SMR. And now Nyköping is on its way to becoming the next major nuclear power node.

Currently, the market, after the increase of up to 30% that ethereum:0x163f8c2467924be0ae7b5347228cabf260318753 recorded at a certain point today, is beginning to recognize that this might be the right direction. What’s interesting is that Sam Altman and Alex Blania started thinking about @worldnetwork years before ChatGPT existed as per this old video. Before the world fully realized how transformative AI would become, they were already asking a critical question: How do we preserve trust and prove humanity in an internet increasingly dominated by AI-generated content and autonomous agents? That’s the deeper long-term thesis behind $WLD And one of the reasons I became long via $ORBS and $BMNR

Fernando Pertini @DecodeMarkets

a month ago

Finding the next 100x is never obvious It usually looks crazy early Maybe $BMNR didn’t invent proof-of-human Maybe they did something better Tom Lee saw the trade before Wall Street did $ETH as settlement. $WLD as proof-of-human. $ORBS as the listed equity proxy. Add OpenAI.

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What are the chances Sam Altman doesn’t incorporate $WLD into OpenAI in some form? When asking the question you know the answer The listed proxy is $ORBS

Fernando Pertini @DecodeMarkets

a month ago

Finding the next 100x is never obvious It usually looks crazy early Maybe $BMNR didn’t invent proof-of-human Maybe they did something better Tom Lee saw the trade before Wall Street did $ETH as settlement. $WLD as proof-of-human. $ORBS as the listed equity proxy. Add OpenAI.

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@MarioNawfal True

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